Clinical Contact Note Template

You may have different types of Clinical Contact Notes that your staff complete, such as consultation, brief implementation support services, and developing a BSP or Functional Assessment. Along with these services, there may be standard items you would like to appear as check boxes for the clinician to indicate that they completed, specifically as it relates to billable activities for these services. With our new Clinical Contact Note template, you can set up different templates for clinicians to use, based on what service they are documenting.

Step 1: Under Settings, go to Clinical Contact Note Template. 

Step 2: This is set up just like the PCP template. You can add a new template.

Step 3: Once you have added a template, you can add section titles, and options which will appear under each section.

Step 4: Once you save your changes, the template will be available on the Clinical Contact Note for the clinician to select. Here is how it will appear to the clinician.

We look forward to your feedback. Please reach out with any questions.

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